Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Shikany is a financial advisor who has been in the industry since November 16, 2009. Kelly is currently registered with Captrust, a firm with 718 investment advisor representatives. Kelly has a long history of experience in the industry, working with firms such as First Allied Securities, Inc., Wells Fargo Advisors Financial Network, LLC, and Lakeside Financial Group, LLC. Kelly is a Certified Financial Planner and holds Series 3, 7, 66, and SIE licenses. Kelly is registered in 17 states, including Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Massachusetts, Michigan, Minnesota, Nevada, North Carolina, Ohio, Pennsylvania, South Carolina, and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IN
05/06/2020 - Present
Captrust (Chesterton IN)
IN
11/21/2014 - 05/07/2020
FIRST ALLIED SECURITIES, INC. (CHESTERTON IN)
IN
11/17/2009 - 11/20/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (VALPARAISO IN)
BOTH
Issued 12/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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